Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,275 | $118,708-95.6% | $98,920-94.7% | $158,982-96.7% |
| Participation rate | 94.1% | 77.8%+16.3pp | 76.0%+18.1pp | 82.0%+12.2pp |
| Annual return | 25.47% | 372.49%-347.0pp | 196.47%-171.0pp | 302.99%-277.5pp |
| Employer contribution / active EE | $1,019 | $3,334-69.4% | $2,689-62.1% | $4,763-78.6% |
| Participant deferral / active EE | $1,019 | $5,089-80.0% | $4,245-76.0% | $5,983-83.0% |
| Admin fee / account holder | $15 | $10,134-99.8% | $6,643-99.8% | $11,252-99.9% |